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Notification Settings

Learn how to customize notification settings in Case Manager.

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How to Receive Open/Closed Case Notifications: 

  1. Log into Case Manager.
  2. Hover over username in top right corner of page. 
  3. In drop down, select Notification Preferences.
  4. Click the New Notification button. 
  5. Under the Notify on Open/Closed Cases tab:
    1. Select desired Process Model to get notified of.
    2. When I am in the team:
      1. Check Case Opened or Case Closed notification preference. 
    3.  When I am not in the team:
      1. Check Case Opened or Case Closed notification preference.
    4.  For Case Opened notifications select the amount of days for the notification period. 
  6.  Click Add. 

How to Receive Case Classification Notifications:

  1. Log into Case Manager.
  2. Hover over username in top right corner of page. 
  3. In drop down, select Notification Preferences. 
  4. Click the New Notification button. 
  5. Under Case Classification Notifications tab:
    1. Select desired Process Model to get notified of. 
    2. Select desired classification(s) to get notified of. 
    3. Check When I am in the team or When I am not in the team.
  6. Click Add. 

How to Receive Team Composite Notifications: 

  1. Log into Case Manager.
  2. Hover over username in top right corner of page. 
  3. In drop down, select Notification Preferences.
  4. Select Other Notifications Tab.
  5. Check Box next to "Notify me if there's a change in the team's composition". 
    1. If enabled, users will receive notifications regarding changes in team members within the team(s) they are part of.
       
notifications alerts bta notifications case notifications case classification notification settings

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